Institutional Ownership Schwab Strategic Tr Us Small C (SCHA)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Small C (SCHA). We have compiled data on the 1,262 institutions that hold shares in the stock, with a total of 245 Million shares, which have been reported (via 13F filing form) to have a value of $6.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
12
shares
|
$308
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
4
shares
|
$102
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
4
shares
|
$102
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
3
shares
|
$77
0.15% of portfolio
|
Q1 2025
Reduced 99.97%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
2
shares
|
$51
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|